Andrea June Zoeller

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2017
  Voya Financial Advisors, Inc.
  Sheboygan Falls, WI
• 11/2017 → 08/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → 08/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2022 → 08/2024
  Lpl Financial Llc
  Sheboygan Falls, WI
• 08/2022 → Present
  Merit Financial Advisors
  Sheboygan Falls, WI
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-11-07 → 2022-08-23
  Cambridge Investment Research Advisors, Inc.
  Sheboygan Falls, WI
• 2016-11-18 → 2017-11-07
  Voya Financial Advisors, Inc.
  Sheboygan Falls, WI
  Grafton, MA

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/Partner/IAR. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 1hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Zoeller Industries. Investment Related. 2041 Dollar Rd De Pere, WI 54115. Business Manager / Management Services. Owner. Start Date: 12/12/2019. 3hr/ month; 0 during trading hours. Business entity for tax/investment purposes 4. Real Estate Rental. Not Investment Related. At W8530 Lakeview Circle Clintonville, WI 54929. Real Estate Rental. Owner. Start Date: 03/01/2021. 2 hr/ month; 0 during trading hours. Real estate rental 5. De Pere Area Chamber of Commerce; Not investment related; 565 Redbird Circle De Pere, WI 54115; Organize and implement volunteer activities for youth; Board Member/Committee Chair; 01/01/2025; Organize and implement volunteer activities for area youth, meet with community members, participate in networking events

Exams

• S66 Uniform Combined State Law Examination
  2015-12-31

Designations

• Certified Financial Planner

Other Names

• Andrea June Nichols
• Andrea June Nichols